Filed September 25, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,615 | $59,819+8.0% | $79,583-18.8% | $68,490-5.7% |
| Participation rate | 93.6% | 61.1%+32.5pp | 69.5%+24.1pp | 67.9%+25.7pp |
| Annual return | 1439.56% | -12.30%+1451.9pp | 0.16%+1439.4pp | -7.85%+1447.4pp |
| Employer contribution / active EE | $5,976 | $1,505+297.0% | $2,414+147.6% | $2,597+130.1% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,782 | $4,835-63.1% | $6,835-73.9% | $5,403-67.0% |